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Balasa Dinverno & Foltz’s Sumitomo Mitsui Financial SMFG Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$83K Buy
15,010
+255
+2% +$1.54K 0.01% 333
2022
Q2 		$87K Buy
+14,755
New +$89.1K 0.01% 331

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balasa Dinverno & Foltz's SMFG Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Sumitomo Mitsui Financial (SMFG) stake by 1.7% in Q3 2022, buying an estimated $1.54K and bringing the position to 15,010 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #333.

Balasa Dinverno & Foltz first reported a position in SMFG in Q2 2022 and has held it in 2 quarters since. The position peaked at $87K in Q2 2022. 243 funds tracked by Wall St. Rank hold SMFG as of Q3 2022.

  • Balasa Dinverno & Foltz held 15,010 shares of Sumitomo Mitsui Financial worth $83K as of Q3 2022.
  • Balasa Dinverno & Foltz bought 255 Sumitomo Mitsui Financial shares in Q3 2022, an estimated $1.54K.
  • Sumitomo Mitsui Financial made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #333 holding.
  • Balasa Dinverno & Foltz first reported a position in Sumitomo Mitsui Financial in Q2 2022 and has held it in 2 quarters since.
  • Balasa Dinverno & Foltz's Sumitomo Mitsui Financial position peaked at $87K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.